Position in PH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$629,909
+$63,223 QoQ
Shares Held
644
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#1,174
of 1,972 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Aspen Wealth Management LLC holds $920,099 across 2 Specialty Industrial Machinery names. PH ranks #1 (68.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
This page
|
644 | $629,909 | |
| 2 | GEV |
GE Vernova Inc.
|
247 | $290,190 |
All Filings in PH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,909 | 644 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $566,686 | 633 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $473,759 | 539 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||